Hi all, - Can you please explain in detail how rate model works, providing some examples? - Can you please explain in detail how capacity is managed, providing some examples?- It's managed only from Strategic Planning Workspace?- How demands/projects...
Hi,At the recent Knowledge conference, I heard of a new feature described as a confidential project flag that would allow an admin to limit the visibility of a project to a specific set of users (not necessarily role-based).It was introduced as a bra...
Hi,when I'm trying to check the portfolio plans, i can able to view only "owned by me" and I'm not able to view "all"Please refer the attached screenshots . Thanks!Sudheer
Hi. I've got a business rule that updates a field on demand records whenever an index field is updated/recalculated. This works fine when updating the index field manually within a record, or within a list view on the demand table, but when I 're-ran...
I'm an SPM Office of a single person and we just stood up classic SPM (aka, "PPM"...but we have not yet stood up the new SPM Project Workspace and the SPM Resource Workspace). The current data is migrated from 128 active and backlog projects from Exc...
We have integrated our instance with Azure Devops, the connection was successful, work item imports also worked fine.When I added comments on an Epic in Servicenow it got reflected in Azure Devops, but whatever updates made on Devops is not reflectin...
When setting up capacity planning in the PPW/SPW, I see you have to generate capacity manually for each combination of planning attribute (like group/role, group/role/skill). This seems tedious to have to do every time. Is there a way that resource...
When I run my Status Report on a Project it brings in my Risks, Issues and Changes but my Milestones are blank. I have added Milestones as a column to all of my Project Tasks and have set some to True and some to False. Does anyone know what I am...
Hello All,I have been learning about Project Portfolio Management within the SPM framework over the past few weeks. While I have a good understanding of the processes related to Ideas, Demand, Projects, Resource Allocation, etc., I lack real-time exp...
How do I add budget to a demand? My Demand Budget tab is blank with no options to add anything. I have added cost plans, monetary benefits and non-monetary benefits to my demand, but am unable to add a budget. Once cost plans, monetary benefits, no...
Hi, I'm trying to create a Rate Model based on the Employee Type Attribute. This attribute is out of box and I validated all the mappings for this field are in place. The company has 2 averaged rates that they would like to use for planning labor an...
I have a requirement to show a message when someone is going to close the latest Project Task in a Project.The message warns the user that the action is going to Close the project. If the user Accepts, the flow continues and if the user Cancels, the ...
Hi Community,I’m working with Strategic Portfolio Management (SPM) and trying to set up Financial Planning for a new fiscal year. My organization follows a fiscal calendar from April 1st, 2025 to March 31st, 2026, but I noticed that a fiscal calendar...
Recently, I got a requirement where I need to freeze timesheets every month, but with a twist: the deadline for regular users had to be different from the deadline for their managers.This is a common but tricky challenge for any organization. A simpl...